RPEBX Mutual Fund

NAV$69.53

AUM$49M

TER1.20%

Holdings283

RPEBX Mutual Fund

NAV$69.53

New Perspective Fund Class R-2E

AUM$49M

TER1.20%

Holdings283

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Holdings Overlap Analysis

Compare RPEBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RPEBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RPEBX Mutual Fund Overlap Analysis

RPEBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RPEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, RPEBX may share significant positions with broad-market funds.

RPEBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPEBX tax-loss harvesting finds highly correlated but non-identical funds.